by Daniel Norris | Jun 4, 2024 | Advice, CRM, Insights
Is your Dynamics 365 partner a catalyst for success or a roadblock to progress? Let’s explore the constraints to see if it might be worth evaluating your partnership. Microsoft Dynamics 365 is a powerful platform that can transform your business operations, but are... 
by Daniel Norris | May 15, 2024 | Advice, CRM, D365 Customer Service, D365 Marketing, D365 Sales, Insights
As a trusted Dynamics 365 Partner, we understand that diving into this powerful suite of applications can be overwhelming, especially with all the specific terminology. To help you navigate, we’ve created a terminology cheat sheet of common terms and concepts you’re... 
by Daniel Norris | May 8, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
Businesses use various strategies to collect contact details on their websites capture forms. But how is this collected in their CRM? One way might be to manually transfer the details from one system to another or implement a custom workflow to process... 
by Daniel Norris | Apr 22, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
If you’re a service agent or a seller, you’ll enjoy the latest enhancement to Customer Insights – Journeys. Imagine a scenario where your communication team has sent a real-time journey email to a customer. The email may contain personalised...
